When Your Life Requires the Highest Level of Trust, Advanced Education, and a Focused Responsibility to YOU.
What Is A Fiduciary?
Fiduciary is a word that’s tossed around a lot, but not many people actually know what it is.
It comes from the word “to trust,” and means that we are literally, ethically bound to put client interests above our own.
As true Fiduciaries our team signs the fiduciary oath we provide each client.
Why Insist On A Fiduciary?
When Your Life Requires the Highest Level of Trust and a Focused Responsibility on you, choose a Fiduciary.
Often with non-fiduciary financial firms there are competing interests, as agents of the firms work to provide for commissions for themselves, and not for what is best for the client.
When you choose Atlas Fiduciary Financial, your needs, goals, aspirations and best interests are our only concern. In short, with Atlas, the client is our only boss - no conflict of interests!
Fiduciary-Backed Client Focused Life Planning and Investment Management
Serving as a fiduciary is a tremendous responsibility and requires putting our clients first 100% of the time. Our belief is that the financial services industry can and should help people use money as a tool to achieve better results and greater fulfillment in their lives. Financial advisors must behave as if they are advising a family member; without an agenda, a sales motive or conflict of interest. To give top quality advice, the advisor must have financial degrees from a university and years of experience in finance so they can properly convey the pros and cons of their client’s options. It also requires the advisor to work independently, without influence to serve their client as the only boss they need to satisfy. We came to this belief separately, early in our careers.
Our commitment to our client’s success is in our name:
- Definition: At-las
a person who supports a
heavy burden; a mainstay
- Definition: Fi-du-ci-ar-y
a person to whom property or power
is entrusted for the benefit of another
Our Fiduciary Financial Oath To Clients
All members of the Atlas Fiduciary Financial Team shall exercise their best efforts to act in good faith and in the best interests of the client.
We shall provide written disclosure to the client before the engagement, and thereafter throughout the term of the engagement, of any conflicts of interest that may compromise the impartiality or independence of the team.
We shall not receive any compensation or other remuneration contingent on any client’s purchase or sale of a financial product.
We shall not receive a fee or other compensation from another party based on the referral of a client or the client’s business.
Following this Fiduciary Oath means we shall:
Always act in good faith and with candor.
Proactively disclose any conflicts of interest that may impact a client.
Refrain from accepting any referral fees or compensation contingent upon the purchase or sale of a financial product.
Dr. Laura MattiaPH.D., MBA, CFP®
Stephen C. CraffenCFP®, CFA®, ChFC, CLU
Approaching Your Needs With Care and Understanding
As we assess your portfolio and specific financial matters, we never lose sight of your best interest. You’re looking for smart, unbiased and objective advice based upon merit, which is why we’ll provide recommendations with care based on who you are, what your family dynamics consist of and your overall unique circumstances.
Smarter Financial Planning Delivered In Your Best Interest
Decisions associated with financial planning and wealth management are often complex. Thankfully, our team has the experience and education to help simplify your concerns while keeping your best interests at the forefront of our recommendations.
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Let’s Get Introduced(941) 879-9290
For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.